Ironview Capital Management, LLC
Assets Under Management
$1.1B
Number of Clients
413
Number of Advisors
9
Average Client AUM
$2.8M
AUM per Advisor
$127.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ironview Capital Management, LLC (ICM) offers discretionary portfolio management services tailored to individual client needs and investment objectives. They also provide pension consulting services, including investment policy statement preparation, selection of investment vehicles, and monitoring of investment performance. As part of portfolio management, ICM offers a complementary financial plan.
Fee Structure
ICM charges an annual fee of up to 1.50% of the market value of assets under management for portfolio management services. These fees are negotiable. Pension consulting services fees are up to 1.00% of the market value of plan assets, also negotiable. Fees are exclusive of brokerage commissions and transaction fees. A minimum of $500,000 is required to establish and maintain an advisory relationship, but this may be waived at ICM's discretion.
Areas of Practice
Location
200 Barr Harbor Drive, Suite 400, Conshohocken, PA, 19428